Event-Triggered Alerts
Users can be notified whenever an item is added, modified, and/or deleted.
Ver. 2.1.1119
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| Or, download previous version |
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SharePoint Alert Reminder Boost is a custom SharePoint workflow comprising of two separate workflows, the SharePointBoost Alert workflow and the SharePointBoost Reminder workflow. The solution is designed as an enhancement to the default SharePoint Alert Me for sending e-mail and SMS notifications.
SharePoint Alert Reminder Boost provides a lot of additional functionality that out-of-the-box Alert Me does not offer, such as sending time-triggered notifications based on specified times and intervals, sending notifications based on column values and conditions, specifying CC, BCC, Send and Reply-To e-mail addresses, highlighting changes and deletions of field values, and customizable e-mail content.
Users can be notified whenever an item is added, modified, and/or deleted.
Send time-triggered reminders to specified users. Users can be reminded within minutes, hours, days, weeks, months or years.
Determine at what time and under what circumstances e-mails should be sent, ensuring that users will only receive notifications that matter to them and only when they are required. Functions, operators and columns of the list are available as expressions to build these conditions.
SharePoint Alert Reminder Boost marks the modified details in the e-mail body. Strikethrough represents deleted contents, while highlight means newly-added or modified contents.
Send notifications to user/group columns in the current list as well as external lists. Furthermore, the recipients can be specified through e-mail addresses, columns containing e-mail addresses, and AD users/groups.
| Feature List | SharePoint Alert Me | SharePoint Alert Reminder Boost 1.0 | SharePoint Alert Reminder Boost 2.0 |
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| Send notifications on item creation, modification and deletion | ![]() |
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| Send notifications based on specified times and intervals | ![]() |
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| Send notifications via SMS | ![]() |
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| Define complex notification conditions | ![]() |
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| Send daily and weekly notification summaries | ![]() |
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| Specify To, CC, BCC recipients based on user/group columns | ![]() |
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| Specify To, CC, BCC recipients based on AD user/groups and e-mail addresses | ![]() |
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| Highlight changes made to items in notifications | ![]() |
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| Customizable alternative access mappings for item URL | ![]() |
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| Send notifications to users in external list columns | ![]() |
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| Exclude users from receiving notifications | ![]() |
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| Comprehensive e-mail content customization | ![]() |
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| Inform users prior to sending notifications | ![]() |
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| Import/export Alert Reminder Boost settings as XML file | ![]() |
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1. Introduction to SharePoint Alert Reminder Boost
SharePoint Alert Reminder Boost is a combination of two SharePoint alert workflows that send detailed, fully-customizable e-mail and SMS event-triggered notifications to users whenever an item is created, modified, or deleted. Changes made are highlighted and time-triggered reminders can be sent automatically at customizable intervals.
2. Tutorial of the SharePointBoost Alert Workflow
2.1. Adding the SharePointBoost Alert Workflow to a List
i. Enter the Workflow Settings page for a SharePoint list (we shall use the "Tasks" list as an example), click "Add a workflow", and then select the SharePointBoost Alert workflow from the workflow template list.

ii. Give your workflow a name (we shall call it "Alert 1") and then select a task list and history list for it.
iii. Tick the "Start this workflow when a new item is created" and "Start this workflow when an item is changed" checkboxes if you wish to start this workflow automatically.
iv. Click "Next" to bring up the Main Settings page for "Alert 1"

v. The Main Settings page for your workflow allows you to:
vi. Specifying Exit Workflow Condition
You can configure Exit Workflow Condition by following the link in Settings menu, see Sections 2.2.2.1. and 2.2.2.2. for more details on setting up conditions.

As no alert items have been added, the list will initially be empty, click the "Add new alert item" button to bring up the "Add or Change Alert Item" page where you can add and configure a new alert item for this workflow.
2.2. Configuring the SharePointBoost Alert Workflow
In the "Add or Change Alert Item" page for your workflow, give your alert item a title and specify whether you wish to be alerted by e-mail or SMS messaging.
The page also displays 5 tabs for configuring the alert part ("Event", "Condition", "Message View", "External Path", and "Note Settings").

2.2.1. Specifying the Changes I Want to be Alerted to and How Often
In the "Event" tab of the "Add or Change Alert Item" page for your workflow, you can configure what item changes you wish to be alerted to and how often you wish to be alerted.
2.2.2. Specifying Which Items in the List Generate an Alert
In the "Condition" tab of the "Add or Change Alert Item" page for your workflow, you can configure what items and under what conditions alerts will be generated.
All Items – Any change made to any item in the list will generate an alert.
Item from List View – Any change made to any item in the specified list view will generate an alert.
Items from Condition – Alert will be generated if certain conditions are met (see below).
2.2.2.1. Basic Conditions Explained
The "And" operator – All conditions linked by the "And" operator must be met before an alert is generated.
The "Or" operator – An alert will be generated if any of the conditions linked by the "Or" operator is met.
The "Add Condition" operator – Click this operator if you wish to add an additional condition.
The "Add Group" operator – Click this operator if you wish to add a condition group.
Take the following set of conditions as an example:

In this case an alert will be generated if:
[The "Due Date" column is less than or equal to "Today"]
AND
[The "Status" column is not equal to "Completed"]
AND
[The "% Complete" column is less than "80%" OR that the "Priority" column is equal to "(1) High"]
To delete any of the conditions, click the red cross next to a particular condition.
2.2.2.2. Advanced Conditions Explained
Select the "Advanced" condition category and you will be prompted to convert the conditions specified in the basic condition section (if any) to advanced conditions. For our above example, the following is displayed after the conversion:

You can check to see if the conditions entered are valid by clicking the "Test" button.
For a detailed explanation on how to use the Advanced Conditions, click on one of the corresponding help links.
2.2.3. Setting Up the Notification Message
Click the "Message View" tab where you can specify your notification message.

The section under "E-Mail Header" allows you to specify the notification sender, the recipient, CC and BCC fields, the subject, as well as anybody you wish to exclude from receiving this notification.
Click on one of the e-mail header buttons to set detailed user information for each field. You can even pull users from the current list or external lists.

The section under "E-Mail Body" allows you to set up the e-mail itself.
2.2.4. Specifying the External Path to My Web Application
The "External Path" section allows you to set different external paths to your web application. You can choose to use the default host path, select from one of the custom alternative access mappings links or use a link you specify.

2.2.5. Sending Reminder Prior to Being Notified
Users can also be reminded via e-mail prior to being notified every time. To set this up, click the "Note Settings" tab.
2.3. Using the Summary Function
To use the daily/weekly summary function, you may need to activate the timer job below, otherwise the summary function won't work.
Go to Central Administration > Application Management > Manage Web Application Features

3. Tutorial of the SharePointBoost Reminder Workflow
3.1. Adding the SharePointBoost Reminder Workflow to a List
i. Enter the Workflow Settings page for a SharePoint list (we shall use the "Tasks" list as an example), click "Add a workflow", and then select the SharePointBoost Reminder workflow from the workflow template list.
ii. Follow the rest of the steps in Section 2.1.
3.2. Configuring the SharePointBoost Reminder Workflow
In the "Add or Change Reminder Item" page for your workflow, give your alert item a title and specify whether you wish to be alerted by e-mail or SMS messaging.
The page also displays 5 tabs for configuring the reminder part ("Recurrence", "Condition", "Message View", "External Path", and "Note Settings").

3.2.1. Specifying When and How Often You Want to be Reminded
Click the "Recurrence" tab where you can specify when and how often you wish to be reminded. Take the following screenshot as an example:

In this example, a reminder will be sent every 5 minutes from 9am on 10/26/2010 and will end after 10 reminders have been sent if the conditions for sending reminders are met.
3.2.2. Specifying Which Items in the List Generate a Reminder.
See Section 2.2.2
3.2.3. Setting Up the Reminder Notification Message
See Section 2.2.3
3.2.4. Specifying the External Path to My Web Application.
See Section 2.2.4
3.2.5. Sending Reminder Prior to Being Notified.
See Section 2.2.5
Languages Supported: English, Japanese, German
System Requirements
For SharePoint 2010:
| Operating System: |
Microsoft Windows Server 2008 x86/x64 Microsoft Windows Server 2008 R2 |
|---|---|
| Server: |
SharePoint Release: - Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010 - Microsoft .NET Framework 3.5 |
| Browser: |
Microsoft Internet Explorer 7 or greater is recommended for Advanced Administration features Mozilla Firefox supported |
For SharePoint 2007:
| Operating System: |
Microsoft Windows Server 2003 x86/x64 Microsoft Windows Server 2008 x86/x64 Microsoft Windows Server 2008 R2 |
|---|---|
| Server: |
SharePoint Release: - Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007 - Microsoft .NET Framework 2.0 or 3.0 Note: This product is not compatible with SPS 2003 and WSS v2 |
| Browser: | Microsoft Internet Explorer 6 or greater is recommended for Advanced Administration features |
Known Issues
Release Notes
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2.1.1119.1 Nov 22nd, 2010 |
New Feature: - Supports German. |
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2.0.1108.2 Nov 8th, 2010 |
New Features: - Send notifications via SMS; - Send daily and weekly notification summaries; - Customizable alternative access mappings for item URL; - Send notifications to users in external list columns; - Exclude users from receiving notifications; - Inform users prior to sending notifications. |
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1.12.802.0 Aug 2nd, 2010 |
New Feature: - Announced compatibility with SharePoint 2010. |
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1.11.709.0 Jul 13th, 2010 |
New Feature: - Server License is available. |
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1.10.127.2 Jan 28th, 2010 |
Licensing module upgraded. |
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1.9.1023.0 Oct 26th, 2009 |
New Feature: - Add an option that enables users to "Start workflow for all the items". Bugs Fixed: - The workflow would still be triggered when [Multiple lines of text]=="", even though the alert condition was set to be [multiple line text]!=""; - IsChanged function could not work properly when choosing "Calculated" column; - If users choose to "Exit workflow after this email sent", the contents modified would not be highlighted in the email; - When "Exit workflow after this email sent" being selected, two emails would be sent to users with different workflow status ("In progress" and "Completed" respectively). |
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1.9.820.0 Aug 21st, 2009 |
Licensing module upgraded. |
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1.9.731.0 Aug 6th, 2009 |
Bugs Fixed: - Users enable to select the contents in Lookup Column or Choice Column as email address; - Allowing automatically removing duplicated email addresses in email titles (case-insensitive); - Able to highlight the Name Column in email body if it is changed; - Resolved the error: the style of contents in Multiple Line Text Column in email is not the same as it is in SharePoint environment; - Enabling to display columns containing email addresses only when users sending, CC or BCC emails. |
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1.8.522.0 May 22rd, 2009 |
Licensing module upgraded. |
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1.7.320.0 Mar 24th, 2009 |
New Feature: - Allow users to add a link to a document in an email, if the workflow associates with a document library. Bugs Fixed: - If the list has no mobile view, the mobile view’s url will not be displayed in an email; - If the list isn't a document library, the Name column will not display in neither alert part nor email. |
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1.6.120.0 Jan 20th, 2009 |
New Features: - Allow customization on whether columns being displayed in an alert email or not, as well as the display order; - Include mobile link in alert email so that users can directly click the link to view/edit the item with mobile services. Bugs Fixed: - Emails cannot be sent when the subjects contain newline character; - Some bugs with recurrence event reminder. |
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1.5.1205.0 Dec 5th, 2008 |
New Features: - Availability of farm license; - Support reminding recurrence events. |
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1.3.1.3789 Oct 15th, 2008 |
Bug Fixed: - Column information in the alert email is not the same as it being in display form. |
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1.3.0.3709 Oct 10th, 2008 |
New Feature: - Send alert or reminder emails to AD users or groups who are not in the current site. Bug Fixed: - Performance enhancement by reducing the workflow histories that can be saved. |
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1.2.6.0 Sep 28th, 2008 |
New Features: - Add function "IsChanged" to condition expression to examine if the content of specified column has been changed or not when workflow is activated on that item; - Warn and refuse submitting when SharePoint outgoing email server or custom SMTP server is not appointed. |
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1.2.5.0 Sep 16th, 2008 |
Bug Fixed: - Resolved the error which happened when inserting image into a new item, but saving it unsuccessfully for certain reason, such as the title is empty. |
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1.2.4.0 Sep 11st, 2008 |
Bug Fixed: - Date and time field does not display correctly in the email content. |
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1.2.0.0 Aug 18th, 2008 |
New Features: - Allow users to "Exit workflow after email being sent"; - Add "alert condition help link" and "function help tip"; - Enable all workflow to associate when activating workflow feature. |
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1.1.1.0 Jul 16th, 2008 |
Bug Fixed: - Send item attachments as attachments in Alert email depending on if users choose to do this. |
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1.1.0.0 Jun 27th, 2008 |
Initial Release |
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